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Andrew Endelman

@Independent Wealth Network Inc.

Latest period2024 - Q4ReportedManaged Assets$246.475MTotal holdings236
Assets growth rate8.94%Assets growth rate (2-Q avg)7.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Wealth Network Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 236 positions.

Assets under management

The assets under management (AUM) of Independent Wealth Network Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.475M in assets, with a quarterly growth rate of 8.94% and a 2-quarter average growth rate of 7.12%. The portfolio is managed by Andrew Endelman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CATCaterpillar Inc
Recent Activity
Decreased -0.04%
3.92%
$9.652M
26,607 shares@ $362.76 avg price
FLRTPacer Fds Tr
Recent Activity
Decreased -24.52%
1.47%
$3.612M
75,981 shares@ $47.55 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.38%
0.92%
$2.265M
49,353 shares@ $45.91 avg price
VVisa Inc
Recent Activity
Decreased -0.13%
0.69%
$1.692M
5,353 shares@ $316.05 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -19.26%
0.66%
$1.622M
21,446 shares@ $75.64 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.71%
0.63%
$1.544M
2,634 shares@ $586.13 avg price
XAWFXAlliancebernstein Global Hig
Recent Activity
Decreased -0.58%
0.54%
$1.306M
121,750 shares@ $10.74 avg price
SHYIshares Tr
Recent Activity
Decreased -30.62%
0.5%
$1.224M
14,934 shares@ $81.99 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.89%
0.42%
$1.018M
17,037 shares@ $59.77 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.98%
0.4%
$984,303
5,026 shares@ $195.85 avg price